US · Technology · Software - Application
EPS came in at 0.27 against a street estimate of 0.23 — a beat of 17.4%.
Analysts rate ADEIA CORP a buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $43.00.
CONFIDENT Q2 revenue $96.1M in line with expectations; non-Pay-TV recurring revenue up 54% YoY. Raised long-term revenue target to $600M (from $500M), driven by semiconductor opportunity doubling to $200M. Strong cash generation, diverse deal pipeline. Q2 2026 Call focused on business lines, not geography. Mentioned Japan consumer electronics renewal and European Pay-TV provider renewal. Analysts probed semiconductor timing, media durability post-Pay-TV decline, and path to guidance range. Management emphasized robust pipeline across logic/memory, sustained e-commerce momentum, and back-loaded deal closure pattern common to high-dollar licensing model. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.25% |
| Ameriprise Financial Inc | 13.21% |
| Vanguard Portfolio Management, LLC | 7.67% |
| Vanguard Capital Management, LLC | 4.27% |
| State Street Corp | 4.15% |
| Rubric Capital Management LP | 3.88% |
| FMR Inc | 3.09% |
| Neuberger Berman Group LLC | 2.93% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 ADEIA INC. — 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Revenue Q2 2026: $96,117k (vs. $85,735k Q2 2025); six-month 2026: $200,889k (vs. $173,405k in | 2026-08-05 |
| Results announced · Q3 2026 ADEIA INC. - Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $96.1 million (vs. $104.8 million in Q1 2026; vs. $85.7 million i | 2026-08-03 |
| Board / officer change · Q3 2026 ADEIA INC. (ADEA) - 8-K SUMMARY HEADLINE NUMBERS • No financial results or metrics disclosed in this filing • Filing date: July 28, 2026 (reporting e | 2026-07-28 |
| Reg FD disclosure · Q3 2026 ADEIA INC. - 8-K FILING SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Adeia Inc. subsidiary filed patent infringement litigation against FuboTV Inc. and c | 2026-07-01 |
| Shareholder vote results · Q2 2026 ADEIA INC. – 8-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Annual Shareholder Meeting Date: May 7, 2026 • Company: Adeia Inc. (Ticker: ADEA, N | 2026-05-08 |
| Quarterly report · Q1 2026 ADEIA INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $104.8 million (Q1 2026) vs. $87.7 million (Q1 2025) — increase of 19.5% • Net Income: | 2026-05-06 |
| Proxy statement · Q2 2026 ADEIA INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 7 board members to office until next annual meeting • Proposa | 2026-03-25 |
| Annual report FY2025 ADEIA INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): approximately $887.2 million • Outsta | 2026-02-26 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.05 / share ex-date Aug 24, 2026 · pay Sep 14, 2026 | 2026-08-24 |
| Dividend | $0.05 / share ex-date May 26, 2026 · pay Jun 15, 2026 | 2026-05-26 |
| Dividend | $0.05 / share ex-date Mar 16, 2026 · pay Mar 30, 2026 | 2026-03-16 |
| Dividend | $0.05 / share ex-date Nov 24, 2025 · pay Dec 15, 2025 | 2025-11-24 |
| Dividend | $0.05 / share ex-date Aug 26, 2025 · pay Sep 16, 2025 | 2025-08-26 |
| Announcement | Date |
|---|---|
| Long-term annual revenue outlook raised to $600 million Adeia, a patent licensing and semiconductor company, reported Q2 2026 results with solid operational performance and announced significant contract wins that boost long-term growth prospects | 2026-08-03 |
| Signed new multi-year license agreements with AMD and Microsoft Adeia, an intellectual property licensing company, reported strong Q1 2026 results with $104.8 million in revenue and a 60% adjusted EBITDA margin ($62.3 million). The company generated $58. | 2026-05-04 |
| Multi-year IP license agreement with AMD, resolves litigation Adeia Inc. announced a multi-year intellectual property (IP) license agreement with semiconductor giant AMD. Under this deal, AMD gains access to Adeia's comprehensive semiconductor IP portf | 2026-03-09 |
| Long-term license agreement signed with Disney; record Q4 and FY2025 results Adeia, a licensing and IP company, reported record financial results for 2025 with revenue of $443.4 million (up 18% from 2024) and achieved record quarterly results in Q4 with $182.6 millio | 2026-02-23 |
| 2025 revenue and earnings guidance raised significantly, exceeding prior expectations Adeia Inc. significantly raised its 2025 financial guidance, expecting results to exceed prior forecasts. The company increased its revenue outlook from $360-380 million to $425-435 million, | 2025-12-22 |
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Google PlayApp StoreData updated 2026-09-18.